Stacy Burkhart
Carlsbad,CA
Summary
Top-Producing Business Banking Relationship Manager with 20+ years of extensive experience in business banking and lending. Recognized as an outstanding company representative and team leader with a high integrity character, exceptional communication skills and a proven track record for consistently exceeding expectations.
Overview
2027
2027
years of professional experience
Work History
Business Relationship Manager, Senior Deepening/VP
JPMorgan Chase
San Diego, CA
2012 - Current
- Portfolio Management: Managing 100+ business clients with $5M+ in annual revenue.
- Product Knowledge : Deep understanding of Treasury, Cash Management, and Credit.
- Credit & Risk: Credit underwriting, Risk assessment, and regulatory compliance ( KYC/AML)
- Business Development: New Client Acquisition, prospecting, and referral network ( COI) growth.
- Consultative Sales: identifying personal and business financial goals to cross-sell wealth management and private banking products.
Outstanding Performer Award:
National Achiever:
Business Development Officer/VP
Union Bank of California
North County, San Diego
2003 - 2011
- Initiate and manage revenue-generating relationships to increase volume of new business banking clients.
- Ranked #5 in the state for top production, 2010
- Consistently ranked in top 10 for revenue generation for 8 years.
- Received several Market President Awards for top performance within San Diego market.
- Majority of booked business was from self-sourced deals
- Built highly effective Center of Influence (e.g.,law firms, CPA firms, brokers and existing clients.
- Chosen to train and transition bank managers and staff following acquisition of two banks.
Personal Banker
Wells Fargo
San Diego, CA
2000 - 2003
- Achieved 300% of Sales Goals
- Recognized as top performer in South San Diego market area
- Received numerous thank you letters from clients for providing exceptional service.
Education
Bachelor of Arts - Economics; Minor in Business Management
San Diego State University
San Diego, CA2003
Skills
- Maximizing business opportunities, improving market share and exceeding sales goals
- Targeting and initiating relationships with clients with annual revenue of $5 million to $20 million
- Self-sourcing new business and building successful Centers of Influences
- Understanding and interpreting tax returns and financial statements
- Developing and conducting strategic sales presentations based on individual client needs
- Cultivating quality relationships with clients and associates based on honesty and mutual respect
- Resolving problems to ensure complete satisfaction and retain long-term client trust and loyalty
Commercial Lending Academy
Completed courses in Cash Flow Analysis, Treasury Management, ACcounting, Sales and Business Development, Account Management, and Customer Relationship Management
Timeline
Business Relationship Manager, Senior Deepening/VP
JPMorgan Chase
2012 - Current
Business Development Officer/VP
Union Bank of California
2003 - 2011
Personal Banker
Wells Fargo
2000 - 2003
Bachelor of Arts - Economics; Minor in Business Management
San Diego State University